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Picton Mahoney Asset Management’s Whirlpool WHR Stock Holding History

Picton Mahoney Asset Management’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-190
Closed -$21K – 937
2024
Q3 		$21K Buy
+190
New +$19.1K ﹤0.01% 474
2015
Q3 		– Sell
-38,900
Closed -$6.73M – 332
2015
Q2 		$6.73M Buy
+38,900
New +$7.31M 0.33% 94
2014
Q2 		– Sell
-79,600
Closed -$11.9M – 357
2014
Q1 		$11.9M Buy
79,600
+1,300
+2% +$188K 0.69% 49
2013
Q4 		$12.3M Buy
78,300
+9,700
+14% +$1.42M 0.72% 45
2013
Q3 		$10M Sell
68,600
-5,800
-8% -$767K 0.66% 54
2013
Q2 		$8.51M Buy
+74,400
New +$9.02M 0.63% 54

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Picton Mahoney Asset Management's WHR Position: Q4 2024 in Review

Picton Mahoney Asset Management sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 190 shares — an estimated $21K sold.

Picton Mahoney Asset Management first reported a position in WHR in Q2 2013 and held it in 6 quarters. The position peaked at $12.3M in Q4 2013. 544 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Picton Mahoney Asset Management reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 190 Whirlpool shares in Q4 2024, an estimated $21K.
  • Picton Mahoney Asset Management first reported a position in Whirlpool in Q2 2013 and held it in 6 quarters.
  • Picton Mahoney Asset Management's Whirlpool position peaked at $12.3M in Q4 2013.
  • 544 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.